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Our WISDOM Process

"Joyful is the person who finds wisdom and gains understanding" - Proverbs 3:13

STRATEGIZE

Together we will find out what's working in your current financial plan and what can be improved upon. Investment allocation, the tax status of the accounts you own, are you eligible to fund certain accounts, why or why not? What are the work arounds? What does your accountant have to say about all this? Why is your ex-spouse still the beneficiary on your 401k? Oops. We're trained to find the risks hidden in your resources.

Our team will develop recommendations and customize your financial plan using Raymond James proprietary software. From investment recommendations to insurance solutions, tax guidance (not tax advice, we are not CPAs) to estate planning ideas (not legal advice, we are not JDs) we can collaborate with your other trusted professionals to develop your financial plan.

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